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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,370 | $102,382+53.7% | $147,005+7.1% | $80,874+94.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.66% | 134.89%-122.2pp | 418.76%-406.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $7,175 | $3,715+93.2% | $4,934+45.4% | $2,756+160.4% |
| Participant deferral / active EE | $11,998 | $6,646+80.5% | $8,070+48.7% | $4,297+179.2% |
| Admin fee / account holder | $42,357 | $7,942+433.3% | $13,006+225.7% | $6,935+510.7% |